I was contacted by Eloise after my previous AFL financial adviser, Alan, retired. Eloise offered to review my financial situation. I had been concerned for a while that a private pension I held was quite stagnant and asked that we review this.
Eloise conducted a thorough review, answering all my questions and concerns. She did not speak in jargon and explained everything to me in detail. During our conversation we also discussed investment opportunities for my savings. I knew that my savings were performing poorly due to low interest rates but was nervous about investing my money. Eloise found an investment product that was right for me, taking into account my attitudes to risk and my ethical concerns.
I did not feel pressurised at any time and Eloise ensured I had time to read all her recommendations. I feel comfortable knowing my money is being looked after and reviewed on a regular basis.
I believe anyone who wants to plan for their future would benefit from the services AFL provides.